Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47859.48 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46464.53 Kr¶
PnL: ---------------------------------------> -424.04 Kr¶
DD now: ---------------------------------> -1.584 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 16:15:44.342489'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 2.160000 | 2814.000000 | 178.000000 | 6.750000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 2.310000 | 627.760000 | 50.760000 | 8.800000 | 576.999999 |
| Boozt | 12 | 1.070000 | 1704.000000 | 50.000000 | 3.020000 | 1653.999996 |
| AcadeMedia | 12 | 1.230000 | 600.600000 | 43.600000 | 7.830000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.780000 | 395.000000 | 40.000000 | 11.270000 | 355.000000 |
| MedCap | 2 | 3.370000 | 460.000000 | 39.000000 | 9.260000 | 421.000000 |
| HMS Networks | 2 | 3.970000 | 712.000000 | 39.000000 | 5.790000 | 673.000000 |
| Resurs Holding | 22 | 0.110000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| Norva24 Group | 16 | 0.570000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | 1.900000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | -0.380000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| SAAB B | 8 | -1.440000 | 3390.400000 | 13.400000 | 0.400000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.640000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| CTEK | 13 | 1.910000 | 540.150000 | 6.150000 | 1.150000 | 533.999999 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Securitas B | 6 | 2.060000 | 575.640000 | 5.640000 | 0.990000 | 570.000000 |
| Swedbank A | 3 | -0.190000 | 566.250000 | 2.250000 | 0.400000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.990000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | -0.050000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.170000 | 3442.880000 | -11.120000 | -0.320000 | 3453.999992 |
| Essity B | 2 | -2.530000 | 562.800000 | -11.200000 | -1.950000 | 574.000000 |
| Midsona B | 63 | 1.690000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity A | 4 | -1.910000 | 1128.000000 | -21.000000 | -1.830000 | 1149.000000 |
| International Petroleum Corp. | 5 | 4.380000 | 572.000000 | -22.570000 | -3.800000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -0.690000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| Axfood | 13 | -0.320000 | 3649.100000 | -106.900000 | -2.850000 | 3756.000001 |
| OX2 | 18 | -0.750000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.100000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | -0.540000 | 2865.200000 | -496.800000 | -14.780000 | 3361.999992 |
| TOTAL | 46464.530000 | -424.040000 | -1.58423% | 46888.564618 |
Updated:¶
'2023-01-23 16:15:56.998652'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
